To The Moon

As of August 7, 2025, Figma, the collaborative design platform that recently went public, has captured the market’s attention with a stunning 270% surge last week. Despite bearish voices on X suggesting its valuation is overinflated and predicting a drop to $50 or below, this is a golden opportunity for investors to embrace a contrarian bullish stance. Far from being a fleeting hype, Figma’s fundamentals and strategic positioning signal a stock poised for long-term growth. Here’s why Figma could be the breakout star of 2025.

A Foundation of Innovation and Demand

Figma’s meteoric rise is no accident. With over 1 million users reported in 2022—likely significantly higher by mid-2025—its cloud-based design platform has become the go-to tool for designers, developers, and teams worldwide. The company’s ability to foster real-time collaboration and integrate with enterprise workflows has fueled its adoption, especially as remote work and digital transformation accelerate. This user growth translates into a robust subscription revenue model, a key driver that sets Figma apart from speculative plays like Circle, which rely heavily on cryptocurrency backing. Even after a potential pullback, the demand for Figma’s services positions it as a cornerstone of the tech ecosystem.

Valuation as a Misunderstood Opportunity

The bearish narrative on X claims Figma’s current valuation is “already too high” and lacks momentum for continued speculation. However, this overlooks the company’s potential to redefine the design software market, traditionally dominated by Adobe. Figma’s IPO, while sparking volatility, reflects investor confidence in its ability to capture a larger share of a multi-billion-dollar industry. A correction to $50 or below, as some predict, would bring the stock to a level where its price-to-sales or price-to-growth ratios could look attractive, especially if earnings post-IPO show strong revenue growth. With options going live today, August 7, 2025, this dip could be a strategic entry point for those willing to bet on its fundamentals rather than short-term sentiment.

Technical Strength Amid Volatility

Technically, Figma’s recent surge followed by profit-taking is a classic post-IPO pattern. While exact levels aren’t specified, a stock that jumps 270% in a week often consolidates before resuming its upward trajectory. The high trading volume accompanying this move suggests strong market interest, and any pullback to a support level—such as the IPO price or a key moving average—could attract bargain hunters. With options now available, savvy investors can use calls to capitalize on an anticipated rebound or sell puts to generate income while waiting for stability. This technical setup, combined with Figma’s growth narrative, hints at a breakout rather than a breakdown.

The Catalyst for Continued Growth

Figma’s momentum is far from exhausted. The launch of options trading today enhances liquidity and could draw institutional investors, further stabilizing its price. Additionally, as enterprises increasingly adopt Figma for team-based design solutions, the company could announce partnerships or expansions that bolster its revenue streams. Unlike stocks tied to cryptocurrency volatility, Figma’s growth is rooted in a tangible, expanding market. A strong earnings report in the coming quarters could silence doubters and propel the stock higher, turning the current dip into a launchpad for new highs.

The Bullish Play

Figma’s recent surge is not a bubble but a preview of its potential. Its innovative platform, growing user base, and strategic market position outweigh the temporary concerns about valuation. For investors, the current volatility is an invitation to buy into a future leader at a discounted price. Whether through options or direct investment, betting on Figma’s ascent could yield significant rewards as it matures into a design industry titan. Ignore the short-sell noise—2025 could be Figma’s year to shine.

Disclaimer: This is not financial advice. Investors should conduct their own research and consult a professional advisor before making investment decisions.